Filed March 27, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,473 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,216 | $84,936+47.4% | $111,297+12.5% | $79,386+57.7% |
| Participation rate | 79.7% | 75.9%+3.8pp | 77.3%+2.4pp | 70.7%+9.0pp |
| Annual return | 13.48% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,850 | $1,979-6.5% | $2,731-32.3% | $2,427-23.8% |
| Participant deferral / active EE | $6,854 | $3,888+76.3% | $4,487+52.7% | $4,046+69.4% |
| Admin fee / account holder | $215 | $537-60.1% | $7,964-97.3% | $626-65.7% |